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W.R. Berkley

924 hedge funds and large institutions have $19B invested in W.R. Berkley in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 311 increasing their positions, 357 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.44% less ownership

Funds ownership: 67.09%64.65% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 357

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
924
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.4M
Puts
$3.1M
Net Calls
Net Calls Change

Top Buyers

1 +$634M
2 +$87.2M
3 +$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1 -$168M
2 -$114M
3 -$105M
4
Morgan Stanley
Morgan Stanley
New York
-$102M
5
WP
Woodline Partners
California
-$84.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
226
Bank Julius Baer & Co
Switzerland
$4.32M
PAM
227
Panagora Asset Management
Massachusetts
$4.28M
II
228
IFM Investors
Australia
$4.23M
BHCM
229
Brevan Howard Capital Management
Jersey
$4.22M
KAS
230
Kestra Advisory Services
Texas
$4.19M
KA
231
KLCM Advisors
Wisconsin
$4.18M
BBVA
232
Banco Bilbao Vizcaya Argentaria
Spain
$4.15M
IAA
233
Independent Advisor Alliance
North Carolina
$4.09M
ICM
234
Intrepid Capital Management
Florida
$4.07M
FG
235
Fairman Group
Pennsylvania
$4.07M
Robeco Institutional Asset Management
236
Robeco Institutional Asset Management
Netherlands
$4.03M
NIM
237
NEOS Investment Management
Connecticut
$4M
GAM
238
Griffin Asset Management
New York
$3.96M
IIM
239
Illumine Investment Management
Washington
$3.91M
ECA
240
Elevate Capital Advisors
Colorado
$3.79M
A
241
AlphaQuest
New York
$3.76M
TCMP
242
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.73M
X
243
Xponance
Pennsylvania
$3.73M
AIM
244
AXA Investment Managers
France
$3.7M
PFSRSONJ
245
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.69M
URS
246
Utah Retirement Systems
Utah
$3.69M
SC
247
Stance Capital
Massachusetts
$3.69M
CT
248
Caldwell Trust
Florida
$3.62M
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$3.59M
SVWAG
250
Sound View Wealth Advisors Group
Georgia
$3.58M